Creating and Linking a Third-Party Contract to an Account

Transcription

1 Creating and Linking a Third-Party Contract to an Account Purpose: Third-party contracts are credit agreements between UNI and a third-party sponsor typically corporations or government agencies. To create a third-party contract, use the Calculate Third Party Contract component to define its basic parameters. To link the payment plan to a student, use the Third Party Contract page. The following instructions describe how to create a new third-party contract and link it to an individual student. NOTE: For SAUDI, each student must have a separate contract. 1. Navigate to the Third Party Contract page: Main Menu > Student Financials > Payment Plans > Third Party Contract > Create 2. Click the Add a New Value tab. Note: If a message displays about Auto Numbering, click OK to skip the message. Auto Numbering will not be used. Last Updated: 3/28/2012 Page 1

2 3. Enter the contract number for the contract you are about to create. The format for the contract number is: [TERM]_[U-ID]_[SHORT NAME] Example: 2112_######_SAUDI (no spaces) 4. Click the Add button. Result: The Third Party Contract tab displays. Page 2 Last Updated: 3/28/2012

3 5. Complete the following: Description Enter a description (For SAUDI put the Mission ID here. Format = {Short Desc}_{Mission ID}, Example: SACM_##### Short Description Defaults to the first 10 characters of the Description Long Description Enter details. E.g. Tution & Mand Fees for Spring 2012 External Org ID Select the ID for the third party sponsoring the contract. Search tip: Filter by SFTP in the search box. Status Defaults to Active. DO NOT CHANGE Contract Priority Enter a value if a student is linked to more than one third-party contract. If there is only one contract, you may leave all 9 s Contact Type Select as appropriate (e.g. Primary Contact) Enforce Contract Max Defaults to checked. Leave checked. Contract Max Maximum dollar amount the sponsor provides for all sponsored students combined. Note: For SAUDI it is per student. Student Max Maximum amount that the sponsor provides for any one sponsored student. Charge Tree Defaults to CHARGE_PRIORITY Last Date - Enter the Last Date that charges can be added or adjusted. Date should 12/31/2500. Service Impact Use the Service Impact field to specify the service impact that would prevent enrollment into the payment plan. 6. Click the Third Party Contract Detail tab. Last Updated: 3/28/2012 Page 3

4 7. Complete the following: User Defined 1: Enter the term (e.g. Spring 2012) User Defined 2: - Enter a description (e.g. Saudi Cultural Mission XXXXX) Note: Use additional fields to enter any information you wish to display on the invoice 8. Click the Third Party Item Types tab. Complete the following: Account Type Select TPC Third Party Charge Item Type - Select the item type for third-party contract charges that will appear on the corporate account and invoice. Discount Item Type Not used. Credit Account Type - Enter the item type that the system uses for credits to the customer. For example, TUT Tuition Fees. Credit Item Type Select as appropriate Contract Type - You can select to apply the contract to a: Specific Course, Specific Course List, Specific Term, or Specific Year or Period. The parameters (Date Type, Term, Academic Year, Start Date, End Date, Course List) are dynamic, depending on which Contract Type is selected. Term is typically used. Page 4 Last Updated: 3/28/2012

5 9. Click the Third Party Charges tab. Complete the following: Tree Node Enter a Tree Node from the item type tree that includes all charge item types you want to cover with the third-party contract (e.g. CIEP Tuition) Max Amount - maximum amount that you can apply to pay off the charges belonging to the corresponding tree node. Percentage - Specify the percentage of the eligible charge the system transfers to the sponsor. This percentage amount is limited by the maximum amount. Charge Item Type This field always displays the Charge Item Type carried over from the second tab. Discount % - Not used. Discount Item Type Displays the Discount Item Type carried over from the second tab. Include Tax checkbox Not used. Tax Item Type Not used. 10. User the Add Row button to add additional tree nodes (for each item type) 11. Click the Save button. 12. Note: To create additional contracts for the same organization (e.g. SAUDI), use te Copy button to access the Copy Contract page where you can copy an existing third party contract as the basis of a new third party contract. You may copy all contract setup information except for term and date information. Last Updated: 3/28/2012 Page 5

6 13. Now that you have created a third-party contract, link it to a student's account. Make note of the Contract Number. Navigate to Assign: Select Main Menu > Student Financials > Payment Plans > Third Party Contract > Assign 14. Use the Third Party Contract page to link students to third-party contracts. 15. Enter the Contract Number. Click the Search button. 16. In the ID field, enter the student id for the student you wish to assign this third party contract. For CIEP - In the Course List field, select 3 or 6 Billing Units Courses. 17. After you assign an ID to the contract and tab off the field, the system makes the Post button active. Page 6 Last Updated: 3/28/2012

7 18. Click the Post button to link the student to the third-party contract. Result: The Status changes from Not Posted to Active. 19. Click the Save button. You may view the student s third party contract by clicking the Payment Plans link on the View Customer Account page. Result: Last Updated: 3/28/2012 Page 7